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Moneta Group Investment Advisors’s HBT Financial HBT Stock Holding History

Moneta Group Investment Advisors’s Portfolio HBT Stock Details HBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,361
Closed -$197K – 615
2024
Q1 		$197K Sell
10,361
-240
-2% -$4.68K ﹤0.01% 577
2023
Q4 		$224K Hold
10,601
– – ﹤0.01% 510
2023
Q3 		$193K Hold
10,601
– – ﹤0.01% 495
2023
Q2 		$195K Buy
+10,601
New +$194K ﹤0.01% 518

Other funds holding HBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Moneta Group Investment Advisors's HBT Position: Q2 2024 in Review

Moneta Group Investment Advisors sold out of HBT Financial (HBT) in Q2 2024, closing a stake of 10,361 shares — an estimated $197K sold.

Moneta Group Investment Advisors first reported a position in HBT in Q2 2023 and held it in 4 quarters. The position peaked at $224K in Q4 2023. 84 funds tracked by Wall St. Rank hold HBT as of Q2 2024.

  • Moneta Group Investment Advisors reported no remaining HBT Financial position as of Q2 2024 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 10,361 HBT Financial shares in Q2 2024, an estimated $197K.
  • Moneta Group Investment Advisors first reported a position in HBT Financial in Q2 2023 and held it in 4 quarters.
  • Moneta Group Investment Advisors's HBT Financial position peaked at $224K in Q4 2023.
  • 84 funds tracked by Wall St. Rank held HBT Financial as of Q2 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.